Position in AMZN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$202,021
-$8,327 QoQ
Shares Held
970
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMZN Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026Axim Planning & Wealth holds $455,696 across 2 Internet Retail names. AMZN ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDUP |
ThredUp Inc.
|
77,340 | $253,675 | |
| 2 | AMZN |
Amazon Com Inc
This page
|
970 | $202,021 |
All Filings in AMZN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,021 | 970 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $210,348 | 958 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $277,528 | 1,265 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $211,378 | 1,111 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $283,451 | 1,292 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $239,061 | 1,283 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $231,127 | 1,196 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $201,304 | 1,116 | Shares | Sole | 2024-04-24 | |
| 2022-09-30 | $181,365 | 1,605 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $61,389 | 578 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||